TITANIUM SPONSOR
AN COMPANY
BOSTON SHOWGUIDE 2019
America’s BIGGEST Business-To-Business Trade Show, Conference & Networking Event Tag Us!
TheSmallBusinessExpo.com
#SmallBizExpo
NETWORK WITH YOUR INDUSTRY BANKING INSURANCE REAL ESTATE FINANCE INVESTORS
CHOOSE A COLOR THAT BEST MATCHES YOUR INDUSTRY.
Get Dotted with the color that best matches TheSmallBusinessExpo.com your industry. Networking made E-A-S-Y!
SOCIAL MEDIA MARKETING ADVERTISING PR
S ART ENTERTAINMENT CREATIVE DESIGNERS
1
WEB SERVICES APPS IT SOFTWARE TECHNOLOGY
PROFESSIONAL SERVICES
FRANCHISES
HEALTHCARE HR EMPLOYEE SERVICES
GOVERNMENT NON-PROFIT ASSOCIATIONS EDUCATION
eCOMMERCE MANUFACTURERS RETAIL DISTRIBUTORS
HOSPITALITY TRAVEL TRANSPORTATION RECREATION
(212)404-2345
WELCOME
TO SMALL BUSINESS EXPO Small Business Expo is America’s BIGGEST Business to Business Trade Show, Conference & Networking Event for Small Business Owners, Entrepreneurs, Start-Ups and anyone that works for a Small Business or who is inspired to start their own Small Business. Our focus is on targeted learning, networking, building valuable new business relationships & finding top vendors that help Business Owners take strategic action to immediately improve their Small Business. We encourage you to attend as many business-building workshops & main stage presentations as you can. During the day, network with other business owners in our Speed Networking Sessions, Business Card Exchange & Beer & Biz Happy Hour. And, of course, build new vendor relationships with top vendors who care about Small Business Growth in our exciting Exhibitor Hall. THE RED CARPET
Happy Networking!
THANK YOU TO OUR SPONSORS TITANIUM SPONSOR
GOLD SPONSORS
for your business
SILVER SPONSORS
Consulting
TheSmallBusinessExpo.com
2
(212)404-2345
EXHIBITOR LIST BOSTON EXHIBITORS
AARP Accion
MetroCreate Studios
308
3008
Morgan Stanley
2011
318
Needham Bank
209
Netblaze, LLC
109
208
AirTank Amazing Wellness by GardenStreets / NICO & ROBO American Business TV
Powerteam Consulting
207
Powerteam International
2010
AT&T
305
Radio Enterpreneurs
Biz TV / BizTalkRadio
3011
Remote Quality Bookkeeping
Boston Wealth Management Brave River Solutions
1003, 1006 205 2009 315
Salem Media Group Boston
219 2007
3007
Santander Bank N.A.
217 210
Brookline Bank
3013
ScaleFactor
Cambridge Savings Bank
309
SCORE Boston
2005
Captivating Realty
3005
SignOnTheGo, LLC
216
Center for Women & Enterprise
2003
Sprint
215
Chinamerica Radio
2001
Staples, Inc
119
Concord Wealth Management
2013
Stockdale Associates Corporate
Constant Contact Cricket Wireless
Services
311 1001
2012
T-Mobile for Business
107
D3, Inc
115
TalkShop App
321
DG Studios LLC
212
TD Bank
314
Dun & Bradstreet, Inc. Energy Source
The Franchise Consulting Company
306
211
113
Thryv (DexYP)
1014
3009
Tiger Payment
313
Four Points by Sheraton Norwood
410
Tonneson + Co
2014
Geico
204
Town Fair Tire
2006
ESGR
Gymja Warrior
1007
Truss Holding Company
Heartbeat Social Media
3010
U.S. Bureau of Labor Statistics
IASO
United Franchise Group
117
105 2008 312
ISC
406
United States Postal Service
1005
Lead Forensics
402
Verizon Wireless
1008
Massachusetts Health Connector TheSmallBusinessExpo.com
317 3
(212)404-2345
FLOOR PLAN VENUE OVERVIEW
TheSmallBusinessExpo.com
4
(212)404-2345
FLOOR PLAN EXHIBITOR HALLS
TheSmallBusinessExpo.com
5
(212)404-2345
TODAY’S SHOW
Small Business Expo 2019 - Boston M Main Stage
S Small Business Expo
MAY 1 • WEDNESDAY
P Speed Networking Sessions
W Workshop & Seminar
AT A GLANCE
10:00am – 5:30pm
S
SMALL BUSINESS EXPO Exhibitor Hall Opens
10:30am – 11:15am
P
Speed Networking Session 1
10:30am – 11:15am
W Access to Capital: Helping You Understand the Various Options for Obtaining Financing for Your Small Business - Presented By: TD Bank Room 7 (4th Floor) Speakers: Sahar Zaheer
10:30am – 11:15am
W Build your Digital Escape Plan to Create Passive Income Speakers: Steve Nickerson
10:30am – 11:15am
W Coach and Grow Rich - Presented By: Professional Life Coaches of America Room 6 (4th Floor) Speakers: Scott Shane Holt
10:30am – 11:15am
W How to Breakthrough Your Limiting Beliefs & Build the Ultimate Blueprint for Success! Room 2 (Lower Lobby) Speakers: Merri-jo Hillaker
10:30am – 11:15am
W How to Create Even More Business Marketing on Facebook Speakers: Austin Walsh, Internet Marketing Specialist
10:30am – 11:15am
W Magnetic Lead Generation: Learn the Basics of How You Can Create a Predictable Flow of Qualified Clients, Customer, or Patients for Your Business - Presented By: MetroCreate Room 4 (4th Floor) Studios Speakers: Eric Wing
10:30am – 11:15am
W Opioid Crisis and Drug Addiction Epidemic in the Workplace - Presented By: American Room 5 (4th Floor) Business TV Speakers: Yusef Muhammad, Dr. Quinella A Minix
10:45am – 11:15am
M
MAIN STAGE: VIP Expert Panel - Break Through Your Biggest Challenges & Achieve Your Main Stage (3rd Floor) Goals
11:30am – 12:15pm
P
Speed Networking Session 2
11:30am – 12:15pm
W How to Build a Great List, Generate Customers & Get Paid as a Public Speaker Room 2 (Lower Lobby) Speakers: Bill Walsh, Venture Capitalist & CEO, Titanium Sponsor
11:30am – 12:15pm
W How to Create Consistent Cash Flow and Increase Profits in your Business Room 3 (Lower Lobby) Speakers: Dr. Alex Pomelnikov
11:30am – 12:15pm
W How to Get More Leads & Sales Using Radio, Print & Social Media Speakers: Angel Tuccy
11:30am – 12:20pm
M
MAIN STAGE: Making Sense of Online Marketing: A Simple Checklist for Success Main Stage (3rd Floor) Presented By: Constant Contact Speakers: Dave Charest, Director of Content Marketing
12:30pm – 1:15pm
P
Speed Networking Session 3
12:30pm – 1:15pm
W 6 Things You Must Know Before Buying A Franchise Speakers: Tina Gantz
12:30pm – 1:15pm
W Cybersecurity Beyond Technology - Presented By: Brave River Solutions Speakers: Jim McAssey, Vin DiPippo
Room 4 (4th Floor)
12:30pm – 1:15pm
W Get Seen and Be Known Online - Presented By: DG Studios LLC Speakers: Dishan Jayasinha, MD
Room 7 (4th Floor)
12:30pm – 1:15pm
W How to Create Even More Success Through Building a Local Mastermind Speakers: Brian Nieves, Internationally Renowned Author & Speaker
Room 3 (Lower Lobby)
12:30pm – 1:15pm
W How to Franchise Your Business - Presented By: United Franchise Group Speakers: Brady Lee
Room 6 (4th Floor)
TheSmallBusinessExpo.com 12:30pm – 1:15pm
Hyatt Regency Boston - Grand Ballroom Speed Networking (3rd Floor)
Room 3 (Lower Lobby)
Room 1 (Lower Lobby)
Speed Networking (3rd Floor)
Room 1 (Lower Lobby)
Speed Networking (3rd Floor)
6
Room 2 (Lower Lobby)
(212)404-2345
W How to Import Products From China and Make "SERIOUS" Money Online! Room 1 (Lower Lobby)
12:30pm – 1:15pm
W Get Seen and Be Known Online - Presented By: DG Studios LLC Speakers: Dishan Jayasinha, MD
12:30pm – 1:15pm
W How to Create Even More Success Through Building a Local Mastermind Speakers: Brian Nieves, Internationally Renowned Author & Speaker
Room 3 (Lower Lobby)
12:30pm – 1:15pm
W How to Franchise Your Business - Presented By: United Franchise Group Speakers: Brady Lee
Room 6 (4th Floor)
12:30pm – 1:15pm
W How to Import Products From China and Make "SERIOUS" Money Online! Room 1 (Lower Lobby) Speakers: Vu Tran
12:30pm – 1:15pm
W Text Your Way To The Top - Presented By: TalkShop App Speakers: Binh Ly
12:30pm – 1:20pm
M
MAIN STAGE: Internet Marketing Master Class - Internet Rockstar Shares How to Make Money Online Main Stage (3rd Floor) Speakers: Austin Walsh, Internet Marketing Specialist
1:30pm – 2:15pm
P
Speed Networking Session 4
1:30pm – 2:15pm
W Breakthrough Mastery in 7 Simple Ways Speakers: Kim Mennella
1:30pm – 2:15pm
W Franchising 101 - An Overview for Buying and Creating a Franchise - The Franchise Consulting Company Room 5 (4th Floor) Speakers: Nick Neonakis
1:30pm – 2:15pm
W How to Find, Enroll & Retain Ideal Clients, Earn What You’re Worth and Close More Deals, Room 1 (Lower Lobby) Even Faster Speakers: Andrea Swensen
1:30pm – 2:15pm
W Uncover the Hidden Secrets to Your Dream Life Speakers: Sheridan Wickens-Fogg
1:30pm – 2:20pm
M
MAIN STAGE: CEO STRATEGIES - Position Your Brand for Maximum Profitability - Presented Main Stage (3rd Floor) By: AT&T Speakers: Ramon Ray, Global Speaker, Entrepreneur, & Best Selling Author
2:30pm – 3:15pm
P
Speed Networking Session 5
2:30pm – 3:15pm
W Easy Ways to Protect your Small Business - Presented By: AT&T Speakers: Ramon Ray, Global Speaker, Entrepreneur, & Best Selling Author
2:30pm – 3:15pm
W How to Become One of Tomorrow's most Innovative Leaders Speakers: Ken Monro
2:30pm – 3:15pm
W How to Breakthrough Your Limiting Beliefs & Build the Ultimate Blueprint for Success! Room 3 (Lower Lobby) Speakers: Merri-jo Hillaker
2:30pm – 3:15pm
W Stop Self-Sabotaging Your Financial Success! Speakers: Tim Ray
2:30pm – 3:20pm
M
MAIN STAGE: Book Writing Master Class - How to Write Your Book & Get Paid As A Public Main Stage (3rd Floor) Speaker Speakers: Brian Nieves, Internationally Renowned Author & Speaker
3:30pm – 4:15pm
P
Speed Networking Session 6
3:30pm – 4:15pm
W How to Become an Even More Effective Public Speaker at Live Events & Over the Internet Room 3 (Lower Lobby) Speakers: Dwayne Davis
3:30pm – 4:15pm
W How to Expand Your Business Through Marketing on Instagram Speakers: Farhana Cannon
Room 2 (Lower Lobby)
3:30pm – 4:15pm
W Internet Rockstar Shares How to Make Money Online Speakers: Austin Walsh, Internet Marketing Specialist
Room 1 (Lower Lobby)
3:30pm – 4:30pm
S
Beer & Biz Happy Hour - Located on the 3rd Floor
4:30pm – 5:30pm
M
MAIN STAGE: Success Mastery Session - How to Build a Successful 7 Figure Business Speakers: Bill Walsh, Venture Capitalist & CEO, Titanium Sponsor Main Stage (3rd Floor)
TheSmallBusinessExpo.com
7
Room 7 (4th Floor)
Room 5 (4th Floor)
Speed Networking (3rd Floor) Room 3 (Lower Lobby)
Room 2 (Lower Lobby)
Speed Networking (3rd Floor) Room 8 (4th Floor)
Room 2 (Lower Lobby)
Room 1 (Lower Lobby)
Speed Networking (3rd Floor)
Hyatt Regency Boston - Grand Ballroom
(212)404-2345
EXPLORE
THE SHOW FLOOR EXHIBITOR HALL Meet with vendors who provide a wide-range of products & services that will immediately help your business thrive. We encourage you to shop from these exhibitors who are here to support small business. Thank you to our incredible exhibitors & sponsors for being Small Business Heroes!
THE MAIN STAGE Renowned speakers from around the Country pass on valuable knowledge to you and your business in our Featured Main Stage. It is free to attend The Main Stage Presentations. Refer to this Program for a complete Schedule.
Upgrade to our GOLD BADGE in the Registration Area to get Premium Reserved Seating!
WORKSHOPS Expand your business skills with these educational seminars presented by leading business industry experts. All of our workshops are free to attend. Refer to this Program for a complete Schedule.
Upgrade to our GOLD BADGE in the Registration Area to get Premium Reserved Seating!
TheSmallBusinessExpo.com
8
(212)404-2345
EXPLORE
THE SHOW FLOOR SPEED NETWORKING A Small Business Expo favorite, this is your chance to quickly meet many other Business Owners & Entrepreneurs. Each table has two participants and you have (3) minutes to talk, meet & greet. When the buzzer goes off, one person from each table moves to the next table where the next mini networking session begins for another (3) minutes. Speed Networking Sessions are free to attend. Refer to this Program for a complete Schedule. Upgrade to our GOLD BADGE in the Registration Area to get Priority Seating & Skip The Line!
BUSINESS CARD EXCHANGE ™ This popular show destination is available for you to showcase your business cards, postcards & flyers and check out other products & services available to you. Advertisements are organized by our unique Get Dotted Color-Coded Industry Segments. Refer to the Cover of this Program for the Color Key by Industry.
BEER & BIZ HAPPY HOUR Enjoy complimentary beer during our exclusive Beer & Biz Happy Hour. This is a great way to end your busy day of networking and mix & mingle some more. Drinks are first come, first served. While supplies last. You must be 21+ years of age to consume alcohol.
Upgrade to our SILVER or GOLD BADGE in the Registration Area to skip the line at the bar!
TheSmallBusinessExpo.com
9
330 PM - 430 PM See map for details
(212)404-2345
BADGE OPTIONS
Your Badge is your ticket into Small Business Expo and the various networking areas. Please wear your Badge at all times. Visit Registration to Upgrade Your Badge at any time during the day.
BRONZE FREE
ACCESS TO:
SILVER $50
GOLD $100
Exhibitor Hall Workshops Speed Networking Business Card Exchange The Main Stage Keynotes Beer & Biz Happy Hour (First Come, First Serve) Lead Scanner App (Scan Badges & Capture Contact Info) VIP “Skip the Line” Pass at Beer & Biz Happy Hour Reserved Prime Seating in Workshops & Main Stage Presentations Priority Seating In Speed Networking (Skip the Long Lines)
EXHIBITOR INFORMATION
EXHIBIT AT THOUSANDS OF SMALL BUSINESSES SHOPPING FOR PRODUCTS & SERVICES JUST LIKE YOURS! VISIT OUR REGISTRATION AREA TO GET MORE INFO ABOUT EXHIBITING IN ONE OF OUR 17 CITIES!
TheSmallBusinessExpo.com
10
(212)404-2345
KEYNOTES ON THE MAIN STAGE Located on the 3rd Floor / Main Lobby
10:45 AM
11:30 AM
12:30 PM
1:30 PM
VIP Expert Panel: Break Through Your Biggest Challenges & Achieve Your Goals Top Business & Philanthropic Global Leaders
Making Sense Of Online Marketing: A Simple Checklist For Success Dave Charest, Director of Content Marketing, Constant Contact
Presented by
Internet Marketing Master Class: Internet Rockstar Shares How To Make Money Online Austin Walsh, Internet Marketing Specialist
CEO Strategies: Position Your Brand For Maximum Profitability Ramon Ray, Global Speaker, Entrepreneur & Best-Selling Author
Presented by
2:30 PM
Book Writing Master Class: How To Write Your Book & Get Paid As A Public Speaker
4:30 PM
Success Mastery Session: How to Build a Successful 7 Figure Business
Brian Nieves, Internationally Renowned Author & Speaker
Bill Walsh, Venture Capitalist & CEO, Titanium Sponsor
AMAZING WELLNESS
Interior plant styling at home and at work
WELLNESS CORNER Turn any corner into an employee recharge station with curated plants and wellness products. Retail Value: $499 / corner* *Available in Greater Boston and RI.
Smart, clean skin care that works around your schedule
WELLNESS PACKAGE Includes wellness products like steam eye masks and desktop plants that will surely help employees to relax and recharge. Retail Value: $25 / package* *Available national wide. Bulk pricing for large orders.
TALK TO US ABOUT CREATING A CUSTOM SOLUTION. JEN GOULDSTONE
NICOLE SNOEBERGER
jen@gardenstreets.com
nicole@nicorobo.com
Has your sales and marketing strategy stalled? AirTank’s web development, design and marketing services will get you back on the road to success.
Proven Results
AMAZON
WEB
SOCIAL
INCREASE SALES
HIGHER CONVERSIONS
AUDIENCE EXPANSION
Visit us at
Booth 318 www.airtank.com Peterborough, NH • 603.945.7587
POWERFUL TOOLS I MARKETING ADVICE I AND MORE Everything we do, we do to help our customers succeed. That’s why we built our online marketing tools to be easy-to-use, yet so powerful. And that’s also why we offer the kind of live expert marketing advice you won’t find anywhere else.
Learn more at Booth 311
Try it free at ConstantContact.com
FREE MARKETING ADVICE Stop by Booth 311 and sign up for a marketing consult with our marketing coaches.
Plus, don’t miss our workshops: 10:15 AM PRESENTATION 1: Making Sense of Online Marketing: A Simple Checklist for Success 12:15 PM PRESENTATION 2: The Power of the Inbox - Tips for Successful Email Marketing 2:15 PM PRESENTATION 3: Get New and Repeat Business on Autopilot with Email Marketing
Ahhhhhhh. That “be your own boss” feeling.
Join the Cricket Authorized Retailer Network!
Why Join? Location, Location, Location: • We have 4,900+ stores. • 98% of them are independently owned and operated by Authorized Retailers.
Development and Expansion: • Cricket Wireless is one of the fastest-growing prepaid wireless companies. • We now have over 10 million subscribers, which is more than double our subscriber base from 2014.
Cricket is looking for exclusive authorized retailers across the nation who want to be part of an extraordinary team. With nationwide coverage, unlimited talk & text, various data options, an exceptional lineup of smartphones, and no annual contract, we pride ourselves on providing a simple, delightful customer experience—and you can, too. If you think you have the drive to be part of our amazing Cricket Authorized Retailer Team, contact us today!
Take the next step by contacting us at: becomeacricketdealer@cricketwireless.com
Read it. Click it. Get it. TER
/WIN
FALL
2018
SING REA INC TES DUA GRA
M STE
R RCEEMEENIATLSS N N CAA DVA ILLEN
P TO
18
Fall/
G CE KIN MA RKFOR ITY S WO
20BILITY DISAIENDLYS FR ANIE P COM
ter 20 Win
TtoIPFinSd thbse
M FOR
& GES IES LLE CO IVERSIT UN
18
gazine
Ma tion Educa and ess unity mm Busin ent, bled Co e-A ploym r Em s Divers You ay’ for Tod
ER DIVRK WO
Jo Best
ty abili l Dis t n ona Nati ployme Month ss m e E ren Awa
EX ALUEZ IG DR O R TO
n ga atin Cre sive
Inclurkplace Wo uild to B ips to How tionsh ontract Rela the C Win
TAR LL S A EBA NOV BAS UPER M S O FR INESS BUS ring gineemath | en | tech design ce | & scien | arts
IE EVERorld STN W D sive Inclu r an WtiO ng fo
oca Adv
l rna u o J NT OYME EMPL
UR RENE TREP & EN
k Blac Ps TO BCU H
NE
SU M
18 r 20
M ER
2018
9 201 T HOBS JO
K BL ANCTHEovRement PMAovie to M
PSTING R STE STA ESS TO USIN AB
ZI MAGA
te Win Fall/
EOE
THE
18 MA
RV EL
© 20
ell uB a m a W. K
ITY
ED UNIT
DES SHA
OF
ERS DIV
2018 FALL
NS ERA VETY ISSUE A D
FALL
gihenOsdds og G id Defies t Dav
2018
2018
T BEFSTHE O T E B S
WO
AN GHKLYE E EAR M AR THE OF AN M OM W ER
ND
DiversityComm is proud to sponsor The Small Business Expo Download your complimentary issue:
www.diversitycomm.net/smallbusinessexpo2019 Join the Conversation!
eSynergy Marketing Automation eSynergy encompasses our proprietary campaign management platform as well as the varied and customized development we undertake to satisfy a client’s very specific web-based solution needs.
Data Management & Data Security
Fulfillment Services
Data Management and Data Security are critical parts of every business communication. We take the data and proceed to process it in a myriad of ways to ensure you get the right message to the right audience – while protecting personal data.
Our fulfillment services division runs on a D3-developed propriety solution called itracker. It receives files, reports inventory, records/tracks order status and history and allows us to write customized reports.
Invoice Processing & Financial Document Processing
Digital Marketing Services
Transactional document processing is communication relating to the most important aspects of what we call the “business” of life – banking statements, invoicing, insurance certificates, property tax bills.
Commercial Printing, Digital Printing & Mailing Services Whether you need offset printing of a static brochure for a new product or service, or full-color, highly variable digital printing, D3 marries equipment and technology to provide the most cost-effective solution to match your project’s unique requirements.
For more information, please contact:
Steve Potter at 781-808-6329
www.d3-inc.com East Providence, RI • Hudson, MA
Our email services, purls and landing pages, mobile content and SMS messaging services work in tandem to cover all the bases ensuring a complete communication cycle designed to maximize your return on investment.
Creative and Marketing Strategy From targeted door buster campaigns to volume prospect acquisition to call-to-action donor fundraising, we’ll work with you to ensure we understand your business and your target audience.
Commercial Printing, Digital Printing, & Mailing Services Capture your audience through visually impactful materials with high quality offset printing and one-to-one print on demand services.
Commercial Printing Variable Full Color Digital Printing Foil Stamping Embossing Full bindery Die Cutting Mailing Services
For more information, please contact:
Steve Potter at 781-808-6329
www.d3-inc.com East Providence, RI • Hudson, MA
WE MAKE AMAZING IDEAS A REALITY
w w w. d g s t u d i o . c o m
Contact Us for a free consultation! Phone: (213) 884-4353
G
L
O
B
A
L
C
R
E
1930 Wilshire Blvd., Suite 1002 - Los Angeles, CA 90057 - Phone: (213) 884-4353 - info@dgstudio.com
A
BRANDING & WEBSITE CREATION
WEB ESSENTIALS Starting at only $2,500
SEO (SEARCH ENGINE OPTIMIZATION) & ONLINE MARKETING
>>>
HYPE
GET SEEN BE KNOWN
Starting at only $500 (Monthly)
TAKE IT TO THE NEXT LEVEL
WEB P R O T
I
V
E
A
G
E
N
@laDGStudio
C
Y
@DGStudioLA
@DGstudioLA
GEICO for your business, too.
Commercial Auto General Liability Business Owner’s Policy
Running a business takes a lot of hard work. We’re here to make it easier by helping you save time and money. Get a quote today.
Professional Liability Workers’ Compensation
geico.com/business | 1-866-509-9444 | Local Office
Some discounts, coverages, payment plans and features are not available in all states, in all GEICO companies, or in all situations. Commercial auto coverage is underwritten by Government Employees Insurance Company. Business operations and property coverages, and in some cases commercial auto coverage, are provided through GEICO Insurance Agency, Inc., either under an arrangement with Berkshire Hathaway affiliates or with non-affiliated insurers. GEICO is a registered service mark of Government Employees Insurance Company, Washington, DC 20076; a Berkshire Hathaway Inc. subsidiary. GEICO Gecko image © 1999-2019. © 2019 GEICO
The Wealth Management Process Overview
Leveraging our vast resources—including intellectual capital, experience, and dedicated personal service—we can work with you to create a personalized wealth strategy. Then, over time, we can adapt it to changing circumstances, helping you to pursue your goals. Every individual’s financial circumstances, needs and risk tolerances are different.
ONE ACCOUNT
Discover
ONE INVESTMENT PLAN
Start a conversation to gain a thorough understanding of your needs, lifestyle and family—and your goals for the future.
ONE ASSET BASED FEE
Given the complexity of today’s financial markets, an investor’s ability to draw on the advice of a trusted investment professional can be critical in reaching their financial goals. At the same time, they may prefer to maintain a measure of control over the decisions that impact their financial future. Based on your short- and long-term objectives for reaching your financial goals, such as regular income and appreciation potential, your Morgan Stanley Financial Advisor can help you choose investments that are appropriate for you. This relationship reflects a personalized approach based on a collaborative, guided, and disciplined process.
Advise We work with you to develop portfolio allocation strategies to help you achieve and protect the outcomes you envision.
Implement Look across multiple accounts and products to help you implement solutions that are an appropriate fit for your strategy.
• Personalized: We take a comprehensive approach toward addressing your lif ’s goals and helping you manage your wealth. • Collaborative: We work together with you to define your goals, implement your investment plan, and construct a unified framework for your portfolio
Track Progress We help you periodically track your progress and make adjustments as necessary.
• Guidance: We guide you in building your portfolio using a disciplined process
Morgan Stanley- The McNamara Dubeau Group
Jason G. Gebara Morgan Stanley Financial Advisor NMLS # 170587 781-681-4945 jason.gebara@morganstanley.com
Patrick A. McNamara, CFP® Senior Vice President Financial Advisor NMLS #183511 781-681-4915 patrick.mcnamara@morganstanley.com
Daniel J. Dubeau, CRPS® Vice President Financial Advisor NMLS # 887794 781-681-4922 daniel.dubeau@morganstanley.com
We help business owners and marketing professionals magnetically attract a flood of ideal clients, customers, or patients in 90 days or less. Guaranteed.
Visit Us At Booth 308 DIGITAL MARKETING AGENCY
Three Mini Marketing Workshops Today At Booth 308. Come to one or all and learn new tips you can start using in your business immediately
SCHEDULE 11:00-11:15 am – Website Optimization Tips 2:00-2:15 pm – SEO Best Practices 4:00-4:15 pm – Social Media Marketing Tips
Visit Us At Booth 308 DIGITAL MARKETING AGENCY
YOUR FINANCIAL PARTNER
SMALL BUSINESS LENDING AND BANKING SOLUTIONS SBA LOANS
PRIVATE BANKING
VISIT OUR TEAM
We partner with the Small Business Administration to ensure that the entrepreneurs in our local communities have access to the capital they need. Whether your business has a need for lines of credit for working capital, term loans for equipment and other assets, standby letters of credit, or owner occupied real estate mortgages, we are ready to help with an array of solutions.
Best described as high touch, high class, our Private Bankers are at your service. Willing to travel to your home or office at times that are convenient to you, our team is as flexible as you would like them to be. We are here to be your partner, not simply your banker. A dedicated person to contact directly who is familiar with your accounts and business trends can be invaluable to your efficiencies.
AT BOOTH 209
ONLINE & MOBILE
CASH MANAGEMENT
NB Business Online and Mobile Banking are top of the line and empower our business customers to bank the way they please. Paired with our Cash Management Suite, our business customers virtually never have to visit the bank. Plus, our IT team implements alternating layers of security to ensure that your information and your accounts are continuously safeguarded.
Regardless of your business size, we offer a full suite of Cash Management services to help you manage your finances effectively. Plus, we offer earnings credits with account analysis to offset the fees that may be associated with advanced services like ACH Origination, Positive Pay, Wholesale and Retail Lockbox, and Account Reconciliation. Banking at NB is customizable to your needs.
LAWRENCE PITMAN
Senior Vice President Commercial and Industrial Lending 781-474-5948 LPitman@NeedhamBank.com
NADIA MAHOTIERE
Vice President Private Banker 781-474-5541 NMahotiere@NeedhamBank.com
MIKE SEMIZOGLOU
Senior Vice President Commercial and Industrial Lending 781-474-5435 MSemizoglou@NeedhamBank.com
MIKE ISAAC
Vice President Residential Loan Officer NMLS# 42047 781-474-5990 MIsaac@NeedhamBank.com
MEMBER FDIC |
EQUAL HOUSING LENDER | MEMBER SIF
(866) 567-4258
NO SOLICITING EXHIBITORS THANK YOU FOR YOUR COOPERATION
Outsourced Bookkeeping, Accounting, Tax, Payroll, & HR Services Optimized for Small Businesses SmartBooks was founded with a simple but powerful conviction: Small business owners deserve better.
Bookkeeping & Accounting
From basic bookkeeping to GAAPcompliant accrual accounting with client-determined monthly, weekly or daily support.
Far too often, small business leaders are forced into an unpleasant choice: overpay for services better suited for larger companies and larger budgets or scrape by with a DIY or part-time solution that fits
Payroll Management
the budget but doesn’t really address your
Payroll and benefits management for any combination of part-time, full-time, hourly, and salaried workers.
business needs or scale with your business. At SmartBooks, we’re committed to giving small business owners and executives a better option: services designed for the unique needs — and budgets — of their
HR Support
businesses. We can both help you handle
Comprehensive resources and expert consulting to keep your company compliant and your team productive and efficient.
the routine tasks more efficiently, with less disruption to your calendar and other priorities, and improve your core capabilities by providing you easy access to experts in a range of disciplines. Whether you need bookkeeping, accounting, tax preparation and planning, payroll management or HR support, we can help you get the results you deserve at a price
6655 101065
10
Tax Planning & Preparation
Tax planning and preparation services with no surprises and no extensions, combined with asneeded expert consulting.
Learn more at SmartBooksCorp.com SmartBooks | SmartBooksCorp.com | info@smartbookscorp.com | 978.202.3064
© 2018 SmarBooks Corp.
you can afford.
Banking built with your business in mind.
Stop by one of our convenient locations, visit us at tdbank.com/smallbusiness or call 1-855-278-8988.
Member FDIC | TD Bank, N.A. | *Data as of March 2017. Longest average store hours compared to major banks. For more information go to tdbank.com/locations.
Boston Small Business Expo
Help make running a small business simpler, with Thryv. Small business owners struggle with the daily demands of running their business. At Thryv, we created simple software to help them manage their time, communicate with clients, and get paid, so they can take control of their business and be more successful.
Visit us at booth 1014
Get a Thryv demo and enter for your chance to win a Sonos bluetooth speaker. We help small businesses Thryv. And we feel good about that.
Appointment Booking
Online Presence
Online Payments
Text & Email Campaigns
Customers & Contacts
Social Media
Two-Way Communication
Make happy customers with smarter business software. Visit thryv.com. Š2019 DexYP. All rights reserved.
Expert guidance. Insightful solutions. tonneson + co is a certified public accounting and advisory services firm headquartered in Wakefield, MA with additional offices in Boston, MA and Columbia, MD. We work collaboratively with our clients to provide assurance, tax and advisory services that address their unique needs. With more than 40 years of experience in advising closely-held businesses, we offer expertise in: • Assurance Services • Business Tax Services • Advisory Services • Mergers and Acquisitions • International • Accounting and Bookkeeping • Individual, Family and Fiduciary
Stop by Booth #2014 today to speak with one of our professionals, and visit us online at tonneson.com.
Truss Analytics
The smart way to lease space. Actionable Data for Your Real Estate Portfolio
Visit us at booth #105 today to learn more Find
Truss is an online marketplace to help small and medium business owners find, tour and lease space
Explore
Find Get personalized search results in two minutes Explore Save time with our 3D virtual tours Our real estate experts will take you to visit your favorites
Compare
Lease
Compare Our listings show all-in pricing We’re here to answer questions and negotiate Lease Sign and manage your lease digitally
info@truss.co
www.truss.co
Choose the carrier that gives you the world! Sprint automatically delivers amazing international service for conducting business around the globe. Connecting business travelers with FREE text and basic data, and the best value for high-speed data in more worldwide destinations.
Sprint
Verizon
AT&T
International Service
Global Roaming
TravelPass
International Day Pass
Automatically enabled for ALL plans. Hit the ground connected with FREE Text & FREE Basic Data.
Customer must request $10/day charge with any international use. NO Free Service
Customer must request $10/day charge with any international use. NO Free Service
Featured Service Area
Over 200 destinations
≈185 destinations
≈115 destinations
Voice
$0.25/minute from any featured destination to any international destination. NO surprise charges!
“Included” but ONLY within TravelPass Destination and to U.S. International charges for calling any other destinations
“Included” but ONLY between Day Pass Destinations and to U.S. International charges for calling non-Day Pass destinations
High-Speed Data Experience
Choose while traveling: Free basic or affordable fast via seamless web portal. $5/day or $25/week NOT managed by MB
Must request plan. Charge applied with any activity: SMS, voice and/or data. $10/day Limited by MB
Must request plan. Charge applied with any activity: SMS, voice and/or data. $10/day Limited by MB
High-speed data managed by time period selected!
High-speed data stopped at 512MB throttled to 128Kbps.
High-speed data stopped at MB remaining in domestic plan limit.
High-speed selections remain active within defined geographic regions.
May continue with additional purchase 512MB passes at $10 each.
Must change plan while traveling to enable additional high-speed data.
Unlimited Basic
Go Unlimited
Unlimited & More
Core Wireless Service Plan
Ivette 6179706192 Ivette.Bou-Nassif@sprint.com Sprint Global Roaming: Limited time offer. In select destinations includes SMS text and data up to 2G speeds. High-speed options available up to 4G LTE speeds and Voice 25¢/min. For a list of available roaming destinations, visit sprint.com/sww. Int’l. voice, text and data in other areas not included are subject to applicable casual rate. Req. int’l. capable phone & eligible domestic service plan on the acct. Not for extended int’l. use; primary usage must occur on our U.S. network. Svc. may be terminated or restricted for excessive roaming. Communications with premium-rate numbers not incl. Int’l. Texts: Unlimited text only; excl. audio, picture & video messaging. Coverage and speeds depend on performance of roaming network. Service only avail. in sel. countries. Usage Limitations: To improve data experience for the majority of users, throughput may be limited, varied or reduced on the network. Sprint may terminate svc. if off-network roaming usage in a mo. exceeds: (1) 800 min. or a majority of min. or (2) 100MB or a majority of KB. Prohibited network use rules apply — see sprint.com/termsandconditions. Other Terms: Offer/coverage not available everywhere or for all phones / networks. Accounts that cancel lines within 30 days of activation on promo pricing may void savings. Included features / content may change or be discontinued at any time. May not be combined with other offers. Restrictions apply. See sprint.com for details. ©2019 Sprint. All rights reserved. Sprint & the logo are trademarks of Sprint. 195223b
Sprint Smart Messaging
Missed calls don’t have to mean missed business 62% of calls to businesses are NOT answered.* That’s OVER HALF of your sales possibly slipping away. Sprint Smart Messaging automatically responds to missed calls and voicemails by texting the caller back. This simple act increases selling opportunities by re-engaging customers before they move on to your competitor. Sometimes, things pile up and you can’t always answer the phone. Sprint Smart Messaging can help you.
To learn more, contact your Sprint Business rep or visit sprint.com/business
Benefits:
Business Messaging: Communicate using SMS, Facebook and Google My Business Numa (AI-Powered) Assistant: Learns from your responses and then answers customer questions on your behalf Integrated into your business: Connects your team members, management, and customers to other services Frees employees: Allows teams to complete higher-value tasks while giving customers immediate and accurate answers
Hobbs Business Manager 5 Wayside Rd, Burlington Ma 01803 Cellular: (617) 959-3909 hobbs@sprint.com
* 411locals, 2017 - https://411locals.us/small-business-owners-dont-answer-62-of-phone-calls/
Restrictions Apply © 2018 Sprint. All rights reserved. Sprint and the logo are trademarks of Sprint. Other marks are property of their respective owners.
185791